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Upwork
UPWK

Overview Fund Activity

81 hedge funds and large institutions have $718M invested in Upwork in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 17 closing their positions.

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
28
Reduced
16
Closed
17
Calls
$2.76M
Puts
$6.2M
Net Calls
-$3.44M
Net Calls Change
-$3.49M

Top Buyers

1
BlackRock
1
BlackRock
New York
$31.6M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$9.98M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$8.49M
4
Franklin Resources
4
Franklin Resources
California
$8.69M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$24.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$810K
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.7M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$6.94M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
76
SignatureFD
Georgia
$6K +$6K +307 New
CCA
77
Catalyst Capital Advisors
New York
$3K -$2.09K -115 -41%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +50 New
TRCT
79
Tower Research Capital (TRC)
New York
$3K +$3K +158 New
PGWM
80
Parisi Gray Wealth Management
New Jersey
$2K – – –
WRF
81
Waddell & Reed Financial
Kansas
– -$19.7M -1,088,974 Closed
Capital Research Global Investors
82
Capital Research Global Investors
California
– -$5.85M -323,225 Closed
LCM
83
Laurion Capital Management
New York
– -$2.17M -120,000 Closed
CCI
84
Columbus Circle Investors
– -$1.75M -96,335 Closed
OAM
85
Oxford Asset Management
United Kingdom
– -$1.13M -62,093 Closed
IECM
86
Intrinsic Edge Capital Management
Illinois
– -$906K -50,000 Closed
SC
87
Shellback Capital
Massachusetts
– -$217K -12,000 Closed
WMSA
88
Weiss Multi-Strategy Advisers
New York
– -$181K -10,000 Closed
FMT
89
First Mercantile Trust
Tennessee
– -$130K -7,200 Closed
SO
90
STRS Ohio
Ohio
– -$61K -3,400 Closed
CIAS
91
Capital Investment Advisory Services
North Carolina
– -$14K -800 Closed
FANJ
92
Financial Architects (New Jersey)
New Jersey
– -$9K -500 Closed
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
– -$9K -500 Closed
ER
94
Enlightenment Research
Florida
– -$5K -300 Closed
MAM
95
Meeder Asset Management
Ohio
– -$5K -253 Closed
CG
96
Cutler Group
California
– -$1K -89 Closed
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